Save time, empower your teams and effectively upgrade your processes with access to this practical Accounting intelligence Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Accounting intelligence related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Accounting intelligence specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Accounting intelligence Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 690 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Accounting intelligence improvements can be made.

Examples; 10 of the 690 standard requirements:

  1. How do we know that any Accounting intelligence analysis is complete and comprehensive?

  2. How do your measurements capture actionable Accounting intelligence information for use in exceeding your customers expectations and securing your customers engagement?

  3. What is our competitive advantage?

  4. How are we doing compared to our industry?

  5. Does job training on the documented procedures need to be part of the process team’s education and training?

  6. How does the solution remove the key sources of issues discovered in the analyze phase?

  7. Can we do Accounting intelligence without complex (expensive) analysis?

  8. How do we improve productivity?

  9. What should we stop doing?

  10. How do we keep improving Accounting intelligence?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Accounting intelligence book in PDF containing 690 requirements, which criteria correspond to the criteria in…

Your Accounting intelligence self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Accounting intelligence Self-Assessment and Scorecard you will develop a clear picture of which Accounting intelligence areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Accounting intelligence Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Accounting intelligence projects with the 62 implementation resources:

  • 62 step-by-step Accounting intelligence Project Management Form Templates covering over 6000 Accounting intelligence project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Does the detailed Accounting intelligence project plan identify individual responsibilities for the next 4–6 weeks?
  2. Cost Management Plan: Are changes in scope (deliverable commitments) agreed to by all affected groups & individuals?
  3. Decision Log: What is your overall strategy for quality control / quality assurance procedures?
  4. Procurement Management Plan: Does all Accounting intelligence project documentation reside in a common repository for easy access?
  5. Monitoring and Controlling Process Group: A Accounting intelligence project management team of two has 8 key stakeholders to work with. How many potential communications channels exist on the Accounting intelligence project?
  6. Team Member Performance Assessment: Where can team members go for more detailed information on performance measurement and assessment?
  7. Procurement Audit: Has guidelines been set up for how the procurement function/unit should carry out its procurements?
  8. Stakeholder Management Plan: Is a payment system in place with proper reviews and approvals?
  9. Stakeholder Analysis Matrix: Who will promote/support the Accounting intelligence project, provided that they are involved?
  10. Project or Phase Close-Out: What are the informational communication needs for each stakeholder?

 
Step-by-step and complete Accounting intelligence Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Accounting intelligence project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Accounting intelligence project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Accounting intelligence project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Accounting intelligence project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Accounting intelligence project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Accounting intelligence project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Accounting intelligence project with this in-depth Accounting intelligence Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Accounting intelligence projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Accounting intelligence and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Accounting intelligence investments work better.

This Accounting intelligence All-Inclusive Toolkit enables You to be that person:

 

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Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.